Causey, Demgen & Moore’s Investment Committee meets no less than quarterly to evaluate asset class performance, analyze macroeconomic data and trends, and review asset class valuations and risks in order to refine our market outlook and tactical portfolio positioning.

The following investment letters and chartbooks summarize the topics discussed during our quarterly investment committee meetings and provide guidance on our outlook and corresponding tactical investment strategy. If you have any questions please feel free to contact Robb Stone, Nathanael Koch, or Stephen Warren.

Q4 2023 Reports